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Self-Help Ventures Funds mission is to create and protect ownership and economic opportunity for all, especially people of color, women, rural residents and low-wealth families and communities.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$189.2M
Program Spending
75%
of total expenses go to program services
Total Contributions
$113.6M
Total Expenses
▼$68.6M
Total Assets
$3.4B
Total Liabilities
▼$2.7B
Net Assets
$755.6M
Officer Compensation
→N/A
Other Salaries
N/A
Investment Income
$11.8M
Fundraising
▼N/A
Source: USAspending.gov · Searched by organization name
Total Federal Funding
$11.5M
Awards Found
7
| Awarding Agency | Description | Amount | Fiscal Year | Period | Link |
|---|---|---|---|---|---|
| Department of the Treasury | CAPITAL MAGNET FUND AWARD | $6.8M | FY2019 | Feb 2019 – — | Open → |
| Department of the Treasury | CDFI RAPID RESPONSE PROGRAM AWARD | $1.8M | FY2021 | Jun 2021 – Dec 2023 | Open → |
| Department of the Treasury | FINANCIAL ASSISTANCE AWARD | $1M | — | — – — | Open → |
| Department of the Treasury | FINANCIAL ASSISTANCE AWARD | $1M | — | — – — | Open → |
| Small Business Administration | MICROLOAN TECHNICAL ASSISTANCE GRANT | $620.1K | FY2009 | Jan 2009 – Dec 2010 | Open → |
| Small Business Administration | SBA MICROLENDING AND TECHNICAL ASSISTANCE PROGRAM | $496.3K | FY2010 | Jan 2010 – Sep 2010 | Open → |
| Small Business Administration | MICROLOAN TECHNICAL ASSISTANCE PROGRAM | -$170.1K | FY2011 | Jul 2011 – Jun 2013 | Open → |
Small Business Administration
$620.1K
MICROLOAN TECHNICAL ASSISTANCE GRANT
Small Business Administration
$496.3K
SBA MICROLENDING AND TECHNICAL ASSISTANCE PROGRAM
Small Business Administration
-$170.1K
MICROLOAN TECHNICAL ASSISTANCE PROGRAM
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
9
Clean Audits
9
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2025 | Clean | Unmodified (Clean) | $51.2M | Yes | 2026-06-25 |
| 2024 | Clean | Unmodified (Clean) | $31.1M | No | 2025-07-30 |
| 2023 | Clean | Unmodified (Clean) | $32.4M | No | 2024-08-20 |
| 2022 | Clean | Unmodified (Clean) | $32.1M | Yes | 2023-08-13 |
| 2021 | Clean | Unmodified (Clean) | $26.9M | Yes | 2022-07-05 |
| 2020 | Clean | Unmodified (Clean) | $10.3M | Yes | 2021-09-30 |
| 2019 | Clean | Unmodified (Clean) | $25.9M | No | 2020-07-20 |
| 2018 | Clean | Unmodified (Clean) | $43M | No | 2019-07-06 |
| 2016 | Clean | Unmodified (Clean) | $1.7M | Yes | 2017-06-13 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$51.2M
Financial Report
Unmodified (Clean)
Federal Expenditure
$31.1M
Financial Report
Unmodified (Clean)
Federal Expenditure
$32.4M
Financial Report
Unmodified (Clean)
Federal Expenditure
$32.1M
Financial Report
Unmodified (Clean)
Federal Expenditure
$26.9M
Financial Report
Unmodified (Clean)
Federal Expenditure
$10.3M
Financial Report
Unmodified (Clean)
Federal Expenditure
$25.9M
Financial Report
Unmodified (Clean)
Federal Expenditure
$43M
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.7M
Tax Year 2024 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: SOUNK
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $189.2M | $113.6M | $68.6M | $3.4B | $755.6M |
| 2023IRS e-File | $67.7M | $2M | $57.5M | $1B | $641M |
| 2022 | $95.5M | $36.9M | $43.4M | $1B | $630.9M |
| 2021 | $60.5M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Federal grants: USAspending.gov (live)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Randy Chambers | Treasurersecretary | — | $0 | $101.6K | $41.3K | $142.9K |
| Martin Eakes | Ceodirector | — | $0 | $101K | $35.8K | $136.8K |
| Amanda Frazier Wong | President | — | $0 | $106.2K | $26.7K | $132.9K |
Randy Chambers
Treasurersecretary
$142.9K
Hrs/Wk
—
Compensation
$0
Related Orgs
$101.6K
Other
$41.3K
Martin Eakes
Ceodirector
$136.8K
Hrs/Wk
—
Compensation
$0
Related Orgs
$101K
Other
$35.8K
Amanda Frazier Wong
President
$132.9K
Hrs/Wk
—
Compensation
$0
Related Orgs
$106.2K
Other
$26.7K
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Russel Hagen | Manager Transition Exec | — | $0 | $161.6K | $10.6K | $172.2K |
| Sarah Brennan | Structured Finance Sector Leader | — | $0 | $139.8K | $27K | $166.7K |
| Mary Abad | Sr Commercial Lending Underwriter | — | $0 | $134.5K |
Russel Hagen
Manager Transition Exec
$172.2K
Hrs/Wk
—
Compensation
$0
Related Orgs
$161.6K
Other
$10.6K
Sarah Brennan
Structured Finance Sector Leader
$166.7K
Hrs/Wk
—
Compensation
$0
Related Orgs
$139.8K
Other
$27K
Mary Abad
Sr Commercial Lending Underwriter
$164.7K
Hrs/Wk
—
Compensation
$0
Related Orgs
$134.5K
Other
$30.2K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Ajulo Othow | Director | 0.5 | $0 | $0 | $0 | $0 |
| Catherine Clark | Director | 0.5 | $0 | $0 | $0 | $0 |
| Duanne Andrade | Diretor | 0.5 | $0 | $0 | $0 | $0 |
| Elbert Avery | Director | 0.5 | $0 | $0 | $0 | $0 |
| Lynne Walker | Director | 0.5 | $0 | $0 | $0 | $0 |
| Marla Bilonick | Director | 0.5 |
Ajulo Othow
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Catherine Clark
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Duanne Andrade
Diretor
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
| $11.4M |
| $31.5M |
| $1.1B |
| $601M |
| 2020 | $104.5M | $52.7M | $70M | $1.1B | $571.1M |
| 2019 | $71.4M | $10.2M | $47M | $990M | $520.4M |
| 2018 | $62.2M | $11.2M | $42.1M | $779.6M | $494.3M |
| 2017 | $52.3M | $4.8M | $37.4M | $703.8M | $471.4M |
| 2016 | $44.3M | $3.5M | $36M | $675.9M | $450.6M |
| 2015 | $35.6M | $2.6M | $32M | $674.1M | $426.5M |
| 2014 | $38.7M | $3.4M | $30.2M | $677.2M | $404.7M |
| 2013 | $44.9M | $4.8M | $29.3M | $703.8M | $384.4M |
| 2012 | $41M | $4.9M | $35.2M | $733.6M | $350.8M |
| 2011 | $54.5M | $14.6M | $53.3M | $815.6M | $345.3M |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data | PDF not yet published by IRS |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| $30.2K |
| $164.7K |
| Athena Eng | Manager Benefits & Payroll | — | $0 | $140.5K | $23.6K | $164.1K |
| Lillian Steponaitis | Director Special Projects | — | $0 | $136.5K | $24.5K | $161K |
Athena Eng
Manager Benefits & Payroll
$164.1K
Hrs/Wk
—
Compensation
$0
Related Orgs
$140.5K
Other
$23.6K
Lillian Steponaitis
Director Special Projects
$161K
Hrs/Wk
—
Compensation
$0
Related Orgs
$136.5K
Other
$24.5K
| $0 |
| $0 |
| $0 |
| $0 |
| Matthew Hobbs | Directorchair | 0.5 | $0 | $0 | $0 | $0 |
| Robert Schall | Director | 0.5 | $0 | $0 | $0 | $0 |
| Ronn Stewart | Director | 0.5 | $0 | $0 | $0 | $0 |
| Tara Kenchen | Director | 0.5 | $0 | $0 | $0 | $0 |
Elbert Avery
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Lynne Walker
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Marla Bilonick
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Matthew Hobbs
Directorchair
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Robert Schall
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Ronn Stewart
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Tara Kenchen
Director
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0